Senior Premier Banker

Wells Fargo

. Acquire new affluent consumer and business customers and deepen existing relationships through outreach, referrals, and appointments .

Posted 9/15/2026full-timeThousand Oaks • California • United StatesSenior💰 $37 - $66 per hourWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in building and managing customer relationships within the financial services industry, providing tailored banking solutions across deposits, investments, credit, and home lending. Holds necessary FINRA licenses and adheres to regulatory standards while delivering exceptional customer service and support.

Highest-signal resume keywords

Customer Relationship ManagementFinancial Product RecommendationsBook Of Business ManagementFINRA Series 6 And 63SAFE Registration

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Customer Service ExperienceFinancial Services ExperienceGoal-Based PlanningRisk OversightDocumenting Planning ConversationsProactive OutreachCoaching PeersAccount OpeningService Request HandlingMobile Banking Education

Soft Skills

Effective CommunicationRelationship DevelopmentSound JudgmentProblem SolvingTeam Collaboration

Certifications & Qualifications

State Insurance LicenseSIE Exam

Industry Keywords

Consumer BankingHome LendingBusiness BankingInvestmentsFINRA LicensingLO/CFPB RequirementsFinancial Responsibility Standards

About the role

Key responsibilities & impact

Acquire new affluent consumer and business customers and deepen existing relationships through outreach, referrals, and appointments
Lead discovery-driven conversations to understand customer goals and deliver tailored banking and credit strategies
Serve as the primary financial partner providing comprehensive, multi-product guidance and ongoing reviews
Grow and manage a defined book of business using goals-based planning and risk oversight
Deliver solutions across deposits, investments, credit, home lending, and business banking
Coordinate warm introductions with Wealth, Home Lending, and Business Banking partners
Convert qualified opportunities into closed outcomes and take ownership of customer relationships
Educate customers on self-service and mobile banking options
Open accounts, handle service requests, and support everyday banking needs
Advise branch colleagues on relationship development and complex client needs
Maintain accurate documentation, exercise sound judgment, escalate issues, and adhere to policies and regulations
Complete licensing and SAFE registration requirements before transitioning from the temporary license-pending role

Requirements

What you’ll need

4+ years of customer service experience, or equivalent demonstrated through work experience, training, military experience, or education
3+ years of experience building and maintaining effective relationships with customers and partners
3+ years of experience recommending products and services
Experience recommending financial products and translating customer goals into actionable recommendations
Experience sourcing, acquiring, and deepening customer relationships through proactive outreach and internal partnerships
Experience managing a book of business, documenting planning conversations, and driving retention and growth across deposits, lending, and investments
Experience coaching or supporting peers
Financial services industry experience in consumer, home lending, business banking, or investments
3+ years of experience in a licensed financial services position
FINRA Series 6 and 63 exams or recognized equivalents sufficient for immediate FINRA registration
State Insurance license(s)
SIE exam required for FINRA qualification exams earned after September 30, 2018
FINRA Series 65 or equivalent required within a specified period in listed states
Required FINRA licenses must be obtained and maintained for continued employment
SAFE registration required at the time of employment
Must meet enhanced financial fitness and criminal background standards
Must meet LO/CFPB requirements and Wells Fargo standards related to financial responsibility, character, fitness, and criminal background
Not eligible for Visa sponsorship
Ability to work a schedule that includes most Saturdays

Benefits

Comp & perks

Health benefits
401(k) Plan
Paid time off
Disability benefits
Life insurance, critical illness insurance, and accident insurance
Parental leave
Critical caregiving leave
Discounts and savings
Commuter benefits
Tuition reimbursement
Scholarships for dependent children
Adoption reimbursement
Incentive opportunities may be available
Industry-leading training
Ongoing coaching
Career growth opportunities
Digital tools and support